The Mortgage Planner Marketing System (Before, During & After Systems and Marketing Library)
The Mortgage Planner's complete marketing and systems for Before, During, and After the transaction. This is a one time cost and download for the entire marketing tools and systems Brad uses day to day. It is his library of marketing tools!
- Initial 30 minute initial set up call with Brad Roche.
- 100+ downloads!
- Complete access to folders for Before, During, After system.
- Mortgage Planner Mobile- Podcasts and more!
- PowerPoint Referral Partner Presentation
- Scripts for Before, During and After the process for all team members.
- Working "rate shoppers" and what to do to win the deal.
- Team meeting notes From Brad's team so you know what we are working on live that day or week. (Mortgage Planner Mobile Required)
- Cross-selling marketing (Financial Planners, CPA, Lawyers, Insurance Agents, Listing Agent and Employers)
- Email Templates- During the process, preapprovals, after closing, after referral partner meetings, poor credit and more!
- During Process Cart for wowing clients and partners.
- Database mailers (letters and postcard samples)
- Passport to Charlotte Tools and Branding
- Business to Business Marketing
- Implementation modules and training videos.
- Live Activity Boards for the process and Referral Partner Tracking of the system.
This is best in conjunction with a Mortgage Planner Membership which includes website access email accountability with Brad.
Due to downloadable marketing materials, no refunds after purchase.
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